James Bisson Email and Phone Number

With more than 25 years in the financial sector, James brings a wealth of knowledge coupled with a passion for helping his clients achieve their goals.Having worked at some of the largest financial institutions across Canada, he has assisted thousands of Canadians in the areas of investments, business, pensions, insurance, estates, tax, and financial planning strategies. James holds the designations of CFP® (Certified Financial Planner), CIM® (Chartered Investment Manager) and EPC (Elder Planner Counsellor).James possesses an expertise in making complex and technical issues easy for anyone to understand. His approach is comprehensive and in-depth, allowing clients to to achieve strategic short-term and long-term goals based on their unique situations. He specializes in the following areas:* Retirement and Succession Planning for individuals and business owners* Pension plan options and calculations* Income Tax issues for high income individuals and business owners* Corporate structures, trusts, agreements, and business succession* Personal and corporately owned insurance concepts and strategies* Investment strategies and passive income generation* Income planning, credit strategies, and leveragingJames has been servicing clients throughout his career and has won several awards for his dedication to client servicing including Outstanding Client Experience at Standard Life and Innovation of the Year at MD Management . He is the Founder of The Money Club, providing content, presentation, education, and seminars to advisors, clients, and organizations on how to navigate the financial services industry.